Anfield Capital Management’s First Trust Managed Municipal ETF FMB Stock Holding History

Anfield Capital Management’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-608	Closed	-$35K	–	182
2021 Q2	$35K	Buy	+608	New	+$34.7K	0.01%	128
2020 Q1	–	Sell	-608	Closed	-$34K	–	205
2019 Q4	$34K	Buy	+608	New	+$33.7K	0.01%	234

Other funds holding FMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Anfield Capital Management's FMB Position: Q3 2021 in Review

Anfield Capital Management sold out of First Trust Managed Municipal ETF (FMB) in Q3 2021, closing a stake of 608 shares — an estimated $35K sold.

Anfield Capital Management first reported a position in FMB in Q4 2019 and held it in 2 quarters. The position peaked at $35K in Q2 2021. 249 funds tracked by Wall St. Rank hold FMB as of Q3 2021.

Anfield Capital Management reported no remaining First Trust Managed Municipal ETF position as of Q3 2021 after selling out during the quarter.
Anfield Capital Management sold 608 First Trust Managed Municipal ETF shares in Q3 2021, an estimated $35K.
Anfield Capital Management first reported a position in First Trust Managed Municipal ETF in Q4 2019 and held it in 2 quarters.
Anfield Capital Management's First Trust Managed Municipal ETF position peaked at $35K in Q2 2021.
249 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2021.

Based on Anfield Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.